DocsAPIValuations

Update valuation

Updates a valuation. Only the fields present in the payload are changed. Changing valuation_base re-derives whether the valuation sits on the company or on the portfolio company.

PATCH
/valuations/{id}
Path

Valuation ID

Example: 7

Body

Example: 10

Example: 2024-03-31

Example: share_price

Example: Price of recent investment

Example: EUR

Example: 12.5

Example: 0.2

Example: false

Example: false

Example: false

Example: Marked to the Series B price

Request Body

application/jsonOptional
portfolio_company_idstring

Move the valuation to another portfolio company. Required when switching valuation_base to investment_value from a company-level base, which has no single portfolio company to fall back to.

Pattern: "^\\d+$"
datestring

Date the valuation takes effect from

Pattern: "^\\d{4}-\\d{2}-\\d{2}$"
valuation_basestring

What the valuation figure expresses. share_price and enterprise_value apply to the company across all funds; investment_value applies only to this fund's holding.

Value in: "share_price" | "enterprise_value" | "investment_value"
valuation_methodstring

How the valuation was arrived at

currencystring

ISO 4217 currency of the valuation

Minimum length: 3Maximum length: 3
valuationnumber

The valuation figure

valuation_discountnumber

Discount applied to the valuation, as a fraction (0.2 = 20%)

Minimum: 0Maximum: 1
apply_waterfallboolean

Whether to run the valuation through the liquidation waterfall

unlink_valuation_baseboolean

For investment_value, whether to stop tracking the company's enterprise value

is_inactiveboolean

Whether the holding is marked inactive from this date

descriptionstring

Internal comments

fieldsobject

Custom fields

Path Parameters

idRequiredstring

Valuation ID

Pattern: "^\\d+$"

Credentials

Bearer
curl -X PATCH "https://api.fundra.com/v1/valuations/7" \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "portfolio_company_id": "10",
    "date": "2024-03-31",
    "valuation_base": "share_price",
    "valuation_method": "Price of recent investment",
    "currency": "EUR",
    "valuation": 12.5,
    "valuation_discount": 0.2,
    "apply_waterfall": false,
    "unlink_valuation_base": false,
    "is_inactive": false,
    "description": "Marked to the Series B price",
    "fields": {
      "property1": null,
      "property2": null
    }
  }'

Valuation updated

{
  "data": {
    "id": "7",
    "uuid": "V1StGXR8",
    "portfolio_company_id": "10",
    "company_id": "42",
    "date": "2024-03-31",
    "valuation_base": "share_price",
    "valuation_method": "Price of recent investment",
    "currency": "EUR",
    "valuation": 12.5,
    "valuation_discount": 0.2,
    "apply_waterfall": false,
    "unlink_valuation_base": false,
    "is_inactive": false,
    "description": "Marked to the Series B price",
    "fields": {
      "property1": null,
      "property2": null
    },
    "created_at": "2024-04-02T10:30:00Z",
    "updated_at": "2024-04-05T09:00:00Z"
  }
}

Previous

Add valuationPOST

Next

Delete valuationDELETE